《大行報告》里昂降理想汽車(02015.HK)目標價至163元 短期挑戰在Mega和L系列資源分配不平衡
里昂發表報告指,理想汽車(02015.HK)將首季銷售指引下調到7.6萬至7.8萬輛,相當於3月銷量為2.5萬至2.7萬輛,較之前估算減少50%,相信短期的挑戰主要源於Mega和L系列資源分配不平衡,以及Mega反應未及預期,但估計公司能夠在第四季扭轉Mega的弱勢,而L系取得較多資源分配後,繼續是受歡迎的產品,並對首部大眾市場型號L6的前景樂觀。
該行將理想的目標價下調至163元,維持「買入」評級。
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